Estate Planning - Certified Financial Planner Conroe TX | Starr Financial

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With the passing of time, the primary concern of many families has become the preservation of their estate for their heirs. They've worked hard for what they have, and it is important to them to preserve their wealth—sometimes for generations to come. By focusing on wealth preservation and transfer strategies, we strive to help you maximize the estate you pass on by helping reduce costs and taxes and providing necessary liquidity.

We have the experience to help you with:

  • Estate and liquidity planning
  • Income replacement
  • Revocable and irrevocable trust planning
  • Intra-family wealth transfers and gifting
  • Estate freeze techniques

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